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Tech Support

Need help with our new online system called SafeSend? 

Here are instruction and reference guides to make it easy! 

Tax Organizer Instructions

IMPORTANT NOTE: Organizers cannot be filled in on a mobile device. You must use a computer. However, you can sign the engagement letter and upload files from your mobile device. 

►► Prefer to read through a step-by-step guide? Click Here
 

Signing Your Documents

 

Accessing Your Tax Returns

►► Prefer to read through a step-by-step guide? Click Here